IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.73M
3
+$2.07M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.76M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.66M

Top Sells

1
+$1.1M
2
+$1M
3
+$699K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$476K
5
AZO icon
AutoZone
AZO
+$376K

Sector Composition

1 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1 ﹤0.01%
811
+226
1352
$1 ﹤0.01%
1,333
+7
1353
$1 ﹤0.01%
+660
1354
$1 ﹤0.01%
44
-61
1355
$1 ﹤0.01%
+4,011
1356
$1 ﹤0.01%
550
1357
$1 ﹤0.01%
+1,664
1358
$1 ﹤0.01%
+400
1359
$1 ﹤0.01%
500
1360
$1 ﹤0.01%
753
1361
$1 ﹤0.01%
22
1362
$1 ﹤0.01%
43
1363
$1 ﹤0.01%
300
1364
$1 ﹤0.01%
100
1365
$1 ﹤0.01%
450
1366
$1 ﹤0.01%
1,229
1367
$1 ﹤0.01%
103
1368
$1 ﹤0.01%
359
+3
1369
$1 ﹤0.01%
+100
1370
$1 ﹤0.01%
2,743
+2,247
1371
$1 ﹤0.01%
2,408
+800
1372
$1 ﹤0.01%
11
1373
$1 ﹤0.01%
7,196
+4,676
1374
$1 ﹤0.01%
146
1375
$1 ﹤0.01%
+1,036
53 54
55
56 57